Retirement Planning Group (Kansas)’s Merck MRK Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$871K	Buy	7,239 +916	+14%	+$106K	0.03%	220
2025 Q4	$666K	Buy	6,323 +1,191	+23%	+$112K	0.02%	232
2025 Q3	$431K	Buy	5,132 +320	+7%	+$26.4K	0.02%	283
2025 Q2	$381K	Buy	4,812 +177	+4%	+$14.1K	0.02%	232
2025 Q1	$416K	Buy	4,635 +114	+3%	+$10.6K	0.02%	210
2024 Q4	$450K	Buy	4,521 +1,022	+29%	+$105K	0.02%	191
2024 Q3	$397K	Buy	+3,499	New	+$416K	0.02%	195
2024 Q2	–	Sell	-1,878	Closed	-$248K	–	236
2024 Q1	$248K	Buy	1,878 +29	+2%	+$3.57K	0.02%	195
2023 Q4	$202K	Buy	+1,849	New	+$192K	0.02%	181
2020 Q1	–	Sell	-2,483	Closed	-$215K	–	66
2019 Q4	$215K	Buy	+2,483	New	+$204K	0.04%	71
2019 Q1	–	Sell	-3,655	Closed	-$267K	–	68
2018 Q4	$267K	Buy	+3,655	New	+$258K	0.07%	55

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Planning Group (Kansas)'s MRK Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Merck (MRK) stake by 14% in Q1 2026, buying an estimated $106K and bringing the position to 7,239 shares worth $871K. The position accounts for 0.03% of the portfolio, ranked #220.

Retirement Planning Group (Kansas) first reported a position in MRK in Q4 2018 and has held it in 11 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Retirement Planning Group (Kansas) held 7,239 shares of Merck worth $871K as of Q1 2026.
Retirement Planning Group (Kansas) bought 916 Merck shares in Q1 2026, an estimated $106K.
Merck made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #220 holding.
Retirement Planning Group (Kansas) first reported a position in Merck in Q4 2018 and has held it in 11 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.